Cognizant Technology Solutions Corporation · NASDAQ:CTSH
Cognizant Technology Solutions — Q3 2017 Earnings Presentation
11 slides from Cognizant Technology Solutions's earnings presentation, Nov 1, 2017
Slide 1: Accelerating the Shift to Digital
Third Quarter 2017 Earnings Supplement Accelerating the Shift to Digital November 1, 2017 © 2017 Cognizant © 2017 Cognizant
Slide 2: Forward Looking Statements and Non-GAAP Financial Measures
Forward Looking Statements and Non-GAAP Financial Measures This earnings supplement includes statements which may constitute forward-looking statements made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, the accuracy of which are necessarily subject t
Slide 3: Driving Digital at Scale Through Transformation of Clients' Enterprise Models
Driving Digital at Scale Through Transformation of Clients’ Enterprise Models To enable our clients to grow and compete effectively, we work with them to transform their business, operating and technology models simultaneously To meet the growing demand for enterprise transformation, we’ve re-al
Slide 4: Strong and Consistent Execution with Continued Momentum
Strong and Consistent Execution with Continued Momentum REVENUE 3Q17 HIGHLIGHTS $3.77B 3Q Revenue of $3.77 billion was up 9.1% from the year-ago period Consulting & Technology Services Revenue up 11.3% y/y $3.45B Outsourcing Services Revenue up 6.1% y/y 9.1% 38% of our revenue from fixed pri
Slide 5: Continued Growth Across all Segments and Geographies
Continued Growth Across all Segments and Geographies REVENUES BY SEGMENT ($M) 3Q17 Y/Y Chg. REVENUES BY GEOGRAPHY ($M) 3Q17 Y/Y Chg. Financial Services $1,427 3.8% North America $2,891 6.7% Healthcare 1,085 9.3% Europe 628 16.9% Products and Resources 774 14.0% Rest of World 247 19.9% Communications
Slide 6: Key Takeaways and Guidance
Key Takeaways and Guidance KEY TAKEAWAYS Another quarter of strong execution on top and bottom lines Raising the low end of full year revenue guidance range • xxxx. Raising Non-GAAP operating margin and EPS guidance Developing repeatable solutions, by fusing software and services to deliver
Slide 7: Appendix: Reconciliation of Non-GAAP Financial Measures
Appendix: Reconciliation of Non-GAAP Financial Measures 7 © 2017 Cognizant
Slide 8: Reconciliations of Non-GAAP Financial Measures
Reconciliations of Non-GAAP Financial Measures This earnings supplement includes references to the following measures defined by the Securities and Exchange Commission as non-GAAP financial measures: non-GAAP operating margin and non-GAAP diluted earnings per share (“non-GAAP diluted EPS”). These no
Slide 9: Reconciliations of Non-GAAP Financial Measures
Reconciliations of Non-GAAP Financial Measures (Unaudited) (dollars in millions, except per share amounts) Three Months Ended Nine Months Ended Guidance September 30, September 30, 2017 2016 2017 2016 Q4 2017 Full Year 2017 GAAP income from operations $ 648 $ 583 $ 1,824 $ 1,728 (a) 52 49 161 165 Ad
Slide 10: Reconciliations of Non-GAAP Financial Measures
Reconciliations of Non-GAAP Financial Measures Notes: (a) Stock-based compensation expense reported in: Three Months Ended Nine Months Ended Septem ber 30, Septem ber 30, 2017 2016 2017 2016 Cost of revenues $ 13 $ 13 $ 41 $ 39 Selling, general and adm inistrative expenses 39 36 120 126 Our guidance
Slide 11: Reconciliations of Non-GAAP Financial Measures
Reconciliations of Non-GAAP Financial Measures Notes: (e) Presented below are the tax impacts of each of our non-GAAP adjustments to pre-tax income: Three Months Ended Nine Months Ended Septem ber 30, Septem ber 30, 2017 2016 2017 2016 Non-GAAP incom e tax benefit (expense) related to: Stock-based c
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